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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

775 hedge funds and large institutions have $7.39B invested in Schwab US Broad Market ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+27
Holders Change %
+3.61%
% of All Funds
13.53%
Holding in Top 10
102
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.86%
% of All Funds
1.78%
New
61
Increased
289
Reduced
285
Closed
28
Calls
$8.42M
Puts
$2.99M
Net Calls
+$5.43M
Net Calls Change
+$2.16M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.15B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.6M
3
HCM
Hengehold Capital Management
Ohio
$108M
4
JIP
Jaffetilchin Investment Partners
Florida
$37.6M
5
SFS
Summit Financial Strategies
Ohio
$62.9M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$379M
2
SCM
SCS Capital Management
Massachusetts
$446M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.39M
4
TIM
Total Investment Management
Arizona
$52.6M
5
Betterment LLC
Betterment LLC
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
601
IEQ Capital
California
$275K +$104 +6 +0%
PMFA
602
Plante Moran Financial Advisors
Michigan
$274K +$51K +2,934 +23%
VCWA
603
Vanguard Capital Wealth Advisors
Colorado
$274K +$274K +15,768 New
BOS
604
Bingham Osborn & Scarborough
California
$273K -$210K -12,102 -43%
LWM
605
Liberty Wealth Management
California
$273K +$87.4K +5,034 +47%
CFB
606
Cullen/Frost Bankers
Texas
$272K – – –
HWA
607
Heritage Wealth Advisors
Virginia
$270K – – –
TFS
608
TrustCore Financial Services
Tennessee
$267K -$23K -1,326 -8%
WTC
609
WhitTier Trust Company
Nevada
$267K – – –
ACA
610
Affinity Capital Advisors
California
$266K -$4.17K -240 -2%
OIA
611
Optimum Investment Advisors
Illinois
$264K – – –
BWA
612
BlueSky Wealth Advisors
North Carolina
$264K – – –
QCMNJ
613
Quantum Capital Management (New Jersey)
New Jersey
$262K -$15.2K -876 -5%
CCT
614
Country Club Trust
Missouri
$262K – – –
MOS
615
MGO One Seven
Ohio
$262K +$25K +1,440 +11%
PRWA
616
Platte River Wealth Advisors
Colorado
$260K – – –
PP
617
PDS Planning
Ohio
$260K +$104 +6 +0%
BDF
618
Black Diamond Financial
Maryland
$257K +$313 +18 +0.1%
UB
619
UMB Bank
Missouri
$255K – – –
CCP
620
Clarkston Capital Partners
Michigan
$255K – – –
BFM
621
Broadview Financial Management
Wisconsin
$251K +$835 +48 +0.3%
RFA
622
Reilly Financial Advisors
California
$251K +$20.7K +1,194 +9%
IAN
623
Integrated Advisors Network
Texas
$249K +$834 +48 +0.3%
GLA
624
Good Life Advisors
Pennsylvania
$246K +$731 +42 +0.3%
BAAM
625
Baker Avenue Asset Management
California
$245K – – –
23 24
25
26 27